Can I require the trustee to consult with an advisor?
Estate planning, particularly involving trusts, often centers on ensuring assets are managed responsibly and in accordance with the grantor’s wishes. …
San Diego County
Can I require the trust to hold sustainability ratings across its portfolio?
The question of integrating sustainability ratings into a trust’s investment portfolio is increasingly prevalent, reflecting a growing societal emphasis on …
Can I require that trust-funded tech be set up with privacy settings enabled?
The digital age presents unique challenges for estate planning, especially when assets held within a trust include technology – smartphones, …
Can I require that real estate be used for housing rather than resale?
The question of dictating the ultimate use of inherited real estate—specifically, ensuring it remains housing rather than being sold for …
Can I require that family heirlooms be kept in trust and not sold?
The question of preserving family heirlooms through a trust is a common and deeply personal one for many San Diego …
Can I require that a CRT support a donor-designated field of interest fund?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, offering tax benefits and the satisfaction of supporting chosen causes. While …
Can I Require Social Impact Investment Reporting from Trust-funded Ventures?
The question of whether you can require social impact investment reporting from ventures funded by a trust is increasingly relevant …